Aditya Birla Sun Life Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare

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tortoise-icon Sundaram Short Duration Fund Regular Growth

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tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹223 Cr ₹8924 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 78%
Expense Ratio 0.83 1.01
Manager Dwijendra Srivastava Dhaval Joshi
ISIN Code INF173K01BA3 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 0.58% 0.67%
6 Month 4.05% 3.94%
1 Year 7.93% 7.96%
3 Year 6.14% 6.28%
5 Year 6.29% 6.72%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month - -
1 Year 7.82% 7.77%
3 Year 7.03% 7.12%
5 Year 6.3% 6.53%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7% 7.08%
3 Year 7.32% 7.57%
5 Year 7.82% 8.02%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 3.92% 0.99%
Sharp 0.5% 0.06%
Beta -0.1% 1.74%
Alpha 1.76% 3.54%

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Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Dwijendra Srivastava Dhaval Joshi
Total AUM ₹14140 Cr ₹361932 Cr
Fund Manage 14 55
Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100.07

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 4.03
Sovereign - 31.81
Energy - 0.9
Construction - 9.39
Financial - 49.15
Services - 0.34
Communication - 4.45

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